Client Welcome Packet


20 Page Welcome Packet Template to create a seamless, professional onboarding process for your DREAM clients!

BONUS 1 ($5 value): A brandboard template

BONUS 2 ($27 value): 20+ page content planner & guidebook Google doc

This stylish yet functional client welcome packet template was designed to help you set your best foot forward as a service provider – all while establishing boundaries, sharing your business values, and providing all the information your new clients would need before starting a project with you.

  • A stylish cover
  • Pages to introduce you and your business to your dream client
  • Meet the Team page to introduce your team members
  • The Package page to provide all the details of the service package your client chose
  • Invoice page to include the invoice of their payment
  • Project Guidelines, project process and project workflow pages
  • What to Expect page to set some boundaries and manage client expectations
  • Next steps, project timeline, important dats planner and calendar pages
  • Project proposal and project details pages
  • Project hub and client homework pages
  • Important information page, contact page and project checklist page
  • BONUS 1 ($5 value): a simple brandboard to keep all your brand elements in one convenient location making customization a breeze. 
  • BONUS 2 ($27 value): 20+ page content planner & guidebook Google doc to help you write the content so you can easily copy and paste into the Canva Template.
  • BONUS 3: Walkthrough videos to show you all the pages included inside the templates pack.

"You rescued me tonight."

“I’m so amazed at how well it’s turned out. Thanks a million. You rescued me tonight. I just enrolled a client into a premium package and had to whip this up super fast.”

trusted by:

my promise to you

Thoughtful, high-quality designs that make your biz look good, with ease

We don’t overwhelm you with 100’s of templates, which means you’ll share more of what YOU value the most, helping you make a bigger impact while attracting more ‘perfect match’ people into your business space.

want a brand makeover in 2 minutes?

Take the 5 question quiz to reveal your biz brand style and receive the full report straight to your inbox, plus a brandboard tailored to your results

How does it work?

After you’ve purchased your desired templates pack, you’ll receive an email with your receipt and a link to the landing page where all your files awaits. This means, no more pesky PDF download that gets lost on your computer, and unlimited downloads available for your purchase!

Use the handy content guidebook & planner Google Doc to write the content for each section in your template. Copy and paste your content into your Canva template pages, customize the styling by changing the brand colours and fonts, as well as adding your own photographs.

Once you’re happy with the look of your graphics, download them to your computer in the format of your choice. Start sharing your graphics on your website or social media platforms to begin attracting your dream clients to your business and finally do the kind of work that makes your heart sing!